Civic Intelligence

Natomas Arts and Education

EIN 68-0475414 • 501(c)3 • Sacramento, CA

Profile

The foundation was formed for the public and charitable purpose of directing attention and effort toward providing funding to support the educational purposes of the natomas charter school.

2920 Advantage WaySacramento, CA 95834

www.naef-ncs-ca.schoolloop.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

40th percentile

-2.4%

Higher net margin than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

48th percentile

-2.6%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$297,889

Down $8,078 (-2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$297,889

Down $8,078 (-2.6%) from 2023

Revenue

Up

$330,451

Up $31,038 (+10%) from 2023

Expenses

Up

$338,529

Up $18,408 (+5.8%) from 2023

Net Income

Up

-$8,078

Up $12,630 (+61%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $214,253Liabilities 2011: $0Net Assets 2011: $214,2532011Assets 2012: $324,356Liabilities 2012: $0Net Assets 2012: $324,3562012Assets 2013: $297,839Liabilities 2013: $0Net Assets 2013: $297,8392013Assets 2014: $269,881Liabilities 2014: $0Net Assets 2014: $269,8812014Assets 2015: $313,412Liabilities 2015: $0Net Assets 2015: $313,4122015Assets 2016: $368,223Liabilities 2016: $0Net Assets 2016: $368,2232016Assets 2017: $313,472Liabilities 2017: $0Net Assets 2017: $313,4722017Assets 2018: $353,965Liabilities 2018: $1Net Assets 2018: $353,9642018Assets 2019: $323,675Liabilities 2019: $1,293Net Assets 2019: $322,3822019Assets 2020: $340,825Liabilities 2020: $0Net Assets 2020: $340,8252020Assets 2021: $289,868Liabilities 2021: $0Net Assets 2021: $289,8682021Assets 2022: $320,369Liabilities 2022: $337Net Assets 2022: $320,0322022Assets 2023: $305,967Liabilities 2023: $0Net Assets 2023: $305,9672023Assets 2024: $297,889Liabilities 2024: $0Net Assets 2024: $297,8892024

Highlighted filing

2024

Assets$297,889
Liabilities$0
Net Assets$297,889

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $282,608Expenses 2011: $329,761Net Income 2011: -$47,1532011Revenue 2012: $429,841Expenses 2012: $319,558Net Income 2012: $110,2832012Expenses 2013: $338,6512013Revenue 2014: $352,689Expenses 2014: $380,647Net Income 2014: -$27,9582014Revenue 2015: $336,700Expenses 2015: $293,169Net Income 2015: $43,5312015Revenue 2016: $251,665Expenses 2016: $196,854Net Income 2016: $54,8112016Revenue 2017: $262,142Expenses 2017: $316,893Net Income 2017: -$54,7512017Revenue 2018: $451,624Expenses 2018: $411,132Net Income 2018: $40,4922018Revenue 2019: $207,992Expenses 2019: $240,322Net Income 2019: -$32,3302019Revenue 2020: $292,958Expenses 2020: $274,515Net Income 2020: $18,4432020Revenue 2021: $64,152Expenses 2021: $104,820Net Income 2021: -$40,6682021Revenue 2022: $160,277Expenses 2022: $130,113Net Income 2022: $30,1642022Revenue 2023: $299,413Expenses 2023: $320,121Net Income 2023: -$20,7082023Revenue 2024: $330,451Expenses 2024: $338,529Net Income 2024: -$8,0782024

Highlighted filing

2024

Revenue$330,451
Expenses$338,529
Net Income-$8,078

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$3.30$3.39$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$2.99$3.20$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$1.60$1.30$0.30
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.64$1.05$0.41
2020Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$2.93$2.75$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.24$0.01$3.22$2.08$2.40$0.32
2018Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$4.52$4.11$0.40
2017Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$2.62$3.17$0.55
2016Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$2.52$1.97$0.55
2015Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$3.37$2.93$0.44
2014Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$3.53$3.81$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.00$2.98$3.39
2012Summary only. Only limited summary data is available for this year.$3.24$0.00$3.24$4.30$3.20$1.10
2011Summary only. Only limited summary data is available for this year.$2.14$0.00$2.14$2.83$3.30$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$330,451
Mission and Program Overview

Mission

The foundation was formed for the public and charitable purpose of directing attention and effort toward providing funding to support the educational purposes of the natomas charter school.

To provide funding for the educational purposes of natomas charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$298,730$292,590▼ $6,140
Land, Buildings, and Equipment, Net$7,237$5,299▼ $1,938
Total Assets$305,967$297,889▼ $8,078
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$305,967$297,889▼ $8,078
Total Net Assets Fund Balance$305,967$297,889▼ $8,078
Total Liabilities and Net Assets / Fund Balance$305,967$297,889▼ $8,078

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,299$20,181$25,480
Compensation and Service Providers

Board Members and Trustees

NameTitle
Daniel Spohr- GrimesPresident
Rachel FarrellVice President
Eze UzosikeDirector
Gene LeeDirector
Mandy SohalDirector
Michael WangSecretary
Jeanne QuinnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$175,549
Program Service Revenue
$153,801
Investment Income
$1,101
Other Revenue
$0
All Other Contributions
$175,549
Change in Net Assets
$-8,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$338,529
Total Fundraising Expense$95,366
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$67,596--$67,596
Fees for Services Accounting-$7,148-$7,148
Fees for Services Other-$4,941-$4,941
Office Expenses-$4,652-$4,652
Other Expenses$2,813-$95,366$2,813
Insurance-$2,351-$2,351
Depreciation Depletion$1,938--$1,938
Advertising-$1,474-$1,474
Total Functional Expenses$222,597$20,566$95,366$338,529
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Natomas charter school has the power to appoint up to 49% of the board members of the organization.

Form 990, Part VI, Section A, Line 8B

The organization does not have committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.

Form 990, Part VI, Section C, Line 19

The organization provides the governing documents, conflict of interest policy, and financial statements upon request.

Filing and Contact Details

Filer

Filer Name
Natomas Arts and Education
EIN
68-0475414
Phone
9164193788
Address
2920 ADVANTAGE WAY, SACRAMENTO, CA 95834

Signing Officer

Name
Daniel Spohr-grimes
Title
President
Phone
9164193788
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Spohr-grimes
Formed
2001
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
100

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Marlen Gomez
Phone
6268577300
Raw XML AppendixShowing 400 of 424 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt068566
IRS990ScheduleA/InvestmentIncomeCYPct00.05980
IRS990ScheduleA/InvestmentIncomePYPct00.10370
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88700
IRS990ScheduleA/PublicSupportPY509Pct00.82180
IRS990ScheduleA/PublicSupportTotal509Amt01017564
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0206
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt09354
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt014386
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt08291
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt028880
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt061117
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0206
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt09354
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt014386
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt08291
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt028880
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt061117
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0329350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0298504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0160009
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063864
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0226954
IRS990ScheduleA/Total509Grp/TotalAmt01078681
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0330451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0299413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0160277
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0292957
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01147250
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt05299
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020181
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025480
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05299
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATOMAS CHARTER SCHOOL HAS THE POWER TO APPOINT UP TO 49% OF THE BOARD MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NATOMAS CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0680452992
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PUBLIC CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02920 ADVANTAGE WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd099584
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0305967
IRS990/TotalAssetsEOYAmt0297889
IRS990/TotalAssetsGrp/BOYAmt0305967
IRS990/TotalAssetsGrp/EOYAmt0297889
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0175549
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt095366
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020566
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0222597
IRS990/TotalFunctionalExpensesGrp/TotalAmt0338529
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0305967
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0297889
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0222597
IRS990/TotalProgramServiceRevenueAmt0153801
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01101
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0153801
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0330451
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0305967
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0297889
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02920 ADVANTAGE WAY
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095834
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.NAEF-NCS-CA.SCHOOLLOOP.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL SPOHR-GRIMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09164193788
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09

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